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238: How Dental Membership Plans Double Visits and Cut No Shows by 50%

DEO's Growth Secrets Podcast for Dental Organizations

Release Date: 08/21/2025

240: The Exit Mistakes Costing Dentists Millions in Value show art 240: The Exit Mistakes Costing Dentists Millions in Value

DEO's Growth Secrets Podcast for Dental Organizations

Are you making choices today that could quietly cost you millions when it’s time to sell? In this episode, Emmet Scott sits down with Brannon Moncrief, CEO of McLerran & Associates, to unpack the biggest exit mistakes owners make. Brannon shares why doctor turnover can sink a deal, how quick tech stack changes or PPO exits backfire, and why private equity is laser-focused on $500k–$5M EBITDA practices. You’ll also hear why dentistry may be recession-proof, but not inflation-proof, and the smart move every dental owner should make.   🎙️ Connect with Brannon Moncrief at...

info_outline 239: How One Dentist Brought Care to 7,000 Patients with Mobile Dentistry show art 239: How One Dentist Brought Care to 7,000 Patients with Mobile Dentistry

DEO's Growth Secrets Podcast for Dental Organizations

What happens when the traditional dental model can’t reach the patients who need care most? That’s the problem Dr. Kwane Watson set out to solve. In this episode, he shares how his pivot to mobile dentistry brought care to over 7,000 patients last year across Kentucky and Georgia. You’ll hear how he turned a failed app into a thriving model, managed overwhelming demand with 31,000 calls in a year, and why convenience—not location—is shaping the future of dentistry. 📬Connect with Dr. Kwane at [email protected] or on Linkedin:  🎯 Feel like you’re stuck working harder while...

info_outline 238: How Dental Membership Plans Double Visits and Cut No Shows by 50% show art 238: How Dental Membership Plans Double Visits and Cut No Shows by 50%

DEO's Growth Secrets Podcast for Dental Organizations

What if you could cut no-shows in half and turn uninsured patients into your most loyal ones? In this episode, Dave, CEO of Clerri (Formerly Kleer + Membersy), shares how membership plans are changing the way practices grow. Patients come back more often, accept more treatment, and spend more with confidence. You’ll hear the simple steps to set it up in your practice, from one-minute sign ups to front desk workflows, and how it gives you the power to move away from low value insurance on your own timeline. 🎯 Want to see how membership plans could work for your practice? Visit 📱...

info_outline 237: How One Dentist Saved $1.8M with Smarter Tax Planning show art 237: How One Dentist Saved $1.8M with Smarter Tax Planning

DEO's Growth Secrets Podcast for Dental Organizations

Are you earning seven figures but still feel financially uncertain about retirement? You've built a successful practice and accumulated wealth, but you're not sure when you can actually step back. In this episode, Laurie Ingwersen from Allworth Financial breaks down the "Seven-Figure Dilemma" that many high-earning dentists face. She walks us through how cash balance plans let you contribute six figures annually while slashing your current tax bill. She shares an incredible story about one dentist who saved $1.8 million over ten years using these exact strategies. From there, we explore Roth...

info_outline 236: How Dentists Use IV Sedation to Close More Treatment Plans show art 236: How Dentists Use IV Sedation to Close More Treatment Plans

DEO's Growth Secrets Podcast for Dental Organizations

Are your patients saying no because they’re scared, not because they can’t afford it? For so many people, the thought of sitting through a long, painful appointment is enough to put their health on hold. In this episode, Kendall Hussein talks with Leah Zipperstein (Head of Strategy) and Clay Griffith (Head of Growth) from Vesper Institute about the real reason patients avoid care, especially when they need a lot of work. They explore how IV sedation can turn fear into relief, help patients finally say yes, and allow dentists to deliver the treatment their patients desperately need—while...

info_outline 235: Why Being the Top Producer in Your Growing Dental Practice Is a Red Flag show art 235: Why Being the Top Producer in Your Growing Dental Practice Is a Red Flag

DEO's Growth Secrets Podcast for Dental Organizations

What happens when you’re producing $4.5M a year… but still feel stuck? In this episode, Dr. Ben Oppenheimer shares the real cost of being the top producer in a growing dental organization. From hiring associates and scaling to 7 practices, to the challenge of letting go and learning to lead, Ben opens up about the hard lessons that come with growth. He talks mentorship, internal training, and what it takes to stop being the bottleneck in your own business. If you're wearing all the hats, this one hits home. 🎯 Ready to increase your profit, build a stronger team, and finally break free...

info_outline 234: Why $1M–$3M EBITDA Dental Practices Get the Highest Valuations show art 234: Why $1M–$3M EBITDA Dental Practices Get the Highest Valuations

DEO's Growth Secrets Podcast for Dental Organizations

Did you know practices with $1M–$3M in EBITDA see the highest demand and valuations in today’s market? In this episode, Emmet Scott sits down with Brannon Moncrief, CEO & Principal of McLerran & Associates to unpack what actually drives practice value—and what silently holds it back. They talk owner-dependence, key man risk, and why growing same-store revenue matters more than adding new locations. If you're a dental entrepreneur looking to build a business with real value—whether you plan to sell or not—this one’s for you. 👇 Connect with Brandon Moncrief & McLerran...

info_outline 233: How One Dental Practice Recovered $400K by Fixing Collections show art 233: How One Dental Practice Recovered $400K by Fixing Collections

DEO's Growth Secrets Podcast for Dental Organizations

Is $800,000 in unpaid claims sitting in your practice—and you don’t even know it? In this episode, we sit down with Shreyas Parab, CEO of Daydream, who shares the powerful story of running his mom’s dental practice—and uncovering a revenue nightmare. From growing up answering phones to battling $800K in outstanding claims, Shreyas breaks down how Daydream is helping practices finally get paid without burning out their teams. If billing headaches are costing you peace and profit, you’ll want to hear this. 👇 Learn more about Shreyas and Daydream: 🌐 📲 Follow Daydream Billing...

info_outline 232: Save 30% on Dental Supplies Without Changing Vendors show art 232: Save 30% on Dental Supplies Without Changing Vendors

DEO's Growth Secrets Podcast for Dental Organizations

Are you overspending on dental supplies without even realizing it? In this episode, we sit down with Brad Freeman, Founder & CEO of SourceClub, to uncover how most practices are silently bleeding money through outdated procurement habits. Brad shares the real math behind supply costs, the hidden fees most GPOs don’t talk about, and why SourceClub's model is saving DEO members thousands. If your supply spend is creeping above 6%, this conversation might be exactly what you need to hear. 🎙️ Learn more about Brad Freeman and SourceClub: 📞 Connect with Brad directly to get a free...

info_outline 231: How Top Dentists Cut Financial Management Time in Half show art 231: How Top Dentists Cut Financial Management Time in Half

DEO's Growth Secrets Podcast for Dental Organizations

Are you still using paper checks to run your dental business? In this episode, we sit down with Ashley Valdivia, Account Executive at BILL, to talk about what’s really slowing down growth behind the scenes—manual payments, lost invoices, and late fees. Ashley shares real stories from practices who’ve reclaimed their time by streamlining finance workflows. You’ll hear what a well-oiled, growth-ready office looks like and why shifting financial processes might be the smartest move you make this year.   🔗 Download the AP & Expense Management Guide for Dental Groups:  ...

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More Episodes

What if you could cut no-shows in half and turn uninsured patients into your most loyal ones?

In this episode, Dave, CEO of Clerri (Formerly Kleer + Membersy), shares how membership plans are changing the way practices grow. Patients come back more often, accept more treatment, and spend more with confidence. You’ll hear the simple steps to set it up in your practice, from one-minute sign ups to front desk workflows, and how it gives you the power to move away from low value insurance on your own timeline.

🎯 Want to see how membership plans could work for your practice? Visit https://clerri.com/

📱 Connect with Dave and the Clerri team:

 

💡 Running your practice shouldn’t feel like survival mode.

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